FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,102,866 | -8.7% | 25,319 | -5.6% | 0.31% | -13.1% |
| Q4 2022 | $1,207,595 | -44.7% | 26,824 | -45.4% | 0.36% | -49.6% |
| Q3 2022 | $2,183,000 | +67.4% | 49,127 | +75.2% | 0.71% | +56.3% |
| Q2 2022 | $1,304,000 | +3.9% | 28,033 | +11.2% | 0.46% | -3.2% |
| Q1 2022 | $1,255,000 | +13.6% | 25,212 | +21.0% | 0.47% | +16.3% |
| Q4 2021 | $1,105,000 | +93.9% | 20,837 | +94.2% | 0.40% | +60.3% |
| Q3 2021 | $570,000 | – | 10,727 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |